Charleston, WVCIK 7268544 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
582 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Alphabet Inc | 99.4K | $31.10M | 3.8% | −8.7K | Reduced |
| 2 | City Hldg Co | 253.1K | $30.16M | 3.7% | −3.0K | Reduced |
| 3 | Apple Inc | 100.1K | $27.22M | 3.3% | +379 | Added |
| 4 | Eli Lilly & Co |
| 24.0K |
| $25.75M |
| 3.2% |
| +431 |
| Added |
| 5 | Microsoft Corp | 53.0K | $25.65M | 3.2% | +430 | Added |
| 6 | Walmart Inc | 186.4K | $20.76M | 2.6% | −638 | Reduced |
| 7 | Amazon Com Inc | 84.6K | $19.54M | 2.4% | −3.1K | Reduced |
| 8 | Meta Platforms Inc | 28.9K | $19.06M | 2.3% | −92 | Reduced |
| 9 | Nvidia Corporation | 99.3K | $18.52M | 2.3% | +1.7K | Added |
| 10 | Jpmorgan Chase & Co. | 44.7K | $14.41M | 1.8% | +859 | Added |
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